Certain Page

Best Practices

Plan >Event Setup> Agenda and
Plan > Forms > Agenda

Use the agenda module to include activities, breakout sessions, meals, tours, and items as options on registration forms. Agenda items usually have one or more of the following:

• Start and End Dates and Times

• Inventories (limited space)

• Fees

Creating a large number of agenda items can be tedious due to the large number of fields that may need to be filled in. To speed the process, create one item in Certain and then export it to Microsoft Excel®. You can use the spreadsheet to create your agenda items and then re-import the data as tab-delimited text. See the instructions for Streamlining Agenda Item Entry using Microsoft Excel®.

Plan > Acommodation > Hotels,
Acommodation > Blocks and Forms > Accommodations

If you need or want to track room reservations and hotel room blocks, use the Accommodation module.

Registration > Payment , Plan > Event Setup > Payment, and Forms > Payment

Use the Payments module to set up payment collection on your forms. You may configure credit card processing, checking, P.O. payments, and internal billing numbers.

Be sure to check in with your Certain Account Manager if you wish to accept credit card payments online. Your Account Manager can help you set up a connection to one of the e-commerce gateways that Certain supports.

Forms > Logic

Logic rules can display certain elements on the form if specific conditions are met. For instance, you might display a question "What will be the subject of your talk?" only if the Attendee type of the registrant is "Speaker".

You can also use logic to cause certain changes to happen behind the scenes. For example, you could create a rule that applies a discount to the registrant's balance due if the correct promotional code is entered on the form.

If you wish an item to always take effect, you can use the condition "If One = One". Since this condition is always true, the rule will always take effect.

Forms > Addl Regs

The Additional Registrations feature enables a registrant to register more people for an event. If you charge fees for the event, the primary registrant and all additional registrants are billed and paid for together. This is especially useful if you wish to enable employees of the same company or organization to register together or if you wish to track guests as full registrations within Certain.

Forms > Entry

Use an entry page to:

• Restrict access to a form

• Enable registrants to access existing registration data in the system so they can either modify their details or cancel their registrations

• Assign registrants into registration categories based on the passcode they enter

• Display a welcome message, information, or instructions to potential registrants

Forms > Custom HTML

Custom HTML sections enable you to add additional text and graphics to the form, either as part of a page or alone on a page. You can configure up to 20 Custom HTML sections for inclusion in a form.

Remember that you may be able to use the section header of any section already in the form page layout.